EuroDry Ltd. — Cyborg Score 5/10

Mixed
Drybulk shipping operations

Strategic Profile

The company has a fleet of more than five vessels, including Kamsarmax drybulk carriers, Panamax drybulk carriers and an Ultramax drybulk carrier with a total cargo capacity of approximately 400,000 deadweight tonnage (dwt). After the delivery of two Ultramax vessels in 2027, the Company's fleet will consist of 13 vessels with a total carrying capacity of 893,420 dwt. Operations are managed by Eurobulk Ltd, an affiliated ship management company, which is responsible for the day-to-day commercial and technical management and operations of the vessels.

Cyborg Score Rationale

Full-year 2025 revenues were $52.3 million with a net loss attributable to controlling shareholders of $4.3 million (-$1.55 per share). Fleet average TCEs rose to $16,262/day in Q4 2025 and management signaled a shift toward longer charters amid stronger rates. Fleet expansion scheduled for 2027 presents growth potential but profitability remains challenged in a cyclical shipping market.

Top Insights

  • (February 2026) Q4 2025 profitability returned with $3.2M net income and $1.14 EPS, bouncing back from full-year 2025 loss
  • (February 2026) Fleet average time charter equivalent rates strengthened to $16,262/day in Q4 2025, signaling improving market fundamentals
  • Management pursuing longer-term charter commitments to stabilize revenue amid volatile spot market conditions
  • (Expected 2027) Fleet expansion from 11 to 13 vessels will increase total carrying capacity by ~124%, positioning company for higher scale operations

Named Competitors

  • Pyxis Tankers — Tanker shipping operator
  • Navios Maritime — Drybulk shipping company
  • Diana Containerships — Container and drybulk shipping operator

Recent Developments

  • (June 23, 2026) Board called annual shareholders meeting scheduled for July 23, 2026
  • (February 2026) Q4 2025 results showed net income of $3.2M ($1.14/share) and adjusted EBITDA of $7.5M
  • (February 2026) Full-year 2025 revenues of $52.3M with net loss of $4.3M; company repurchased 334,674 shares for ~$5.3M

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